+83.2%
MCK vs AMIX
-99.9%
+183.1%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.0% | +2.8% | -1.2% |
| 7D | -4.4% | -6.3% | +1.9% | -4.4% |
| 30D | -2.2% | -51.9% | +49.7% | -2.2% |
| 3M | +11.6% | -44.9% | +56.5% | +11.4% |
| 6M | -4.9% | -47.9% | +43.0% | -5.1% |
| YTD | +7.7% | -62.0% | +69.7% | +7.6% |
| 1Y | +25.2% | -82.0% | +107.2% | +25.0% |
| All | +83.2% | -99.9% | +183.1% | +88.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded AMIX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling